Retirement risks - PowerPoint PPT Presentation

Post-Retirement Risks

Post-Retirement Risks. Longevity Family issues Health and long-term care Business and public policy Investment. 1. Longevity Risk. Outliving your resources Problems created when death occurs Death of a spouse First-to-die life insurance. One Way to Plan?. Use life expectancy to plan

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Retirement Planning Strategies Amid Economic Uncertainties

International Society of CEBS Presentation October 14, 2010 Crowne Plaza Hotel, Austin Texas. Retirement Planning Strategies Amid Economic Uncertainties. Speaker: Toby Tobleman, FSA, CFA, CFP ® , ChFC , CASL, GPT toby@ruddwisdom.com. The Task. Baby Boomers Ready to Retire

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582 views • 41 slides

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